Precise Financial Specialists
Get a Free ConsultationFinancial Planning & Debt Management
The 4 Pillars Of Financial Success
Cash Flow / Budget
This critical first pillar focuses on making sure you have the necessary resources to care for yourself and your loved ones. At precise we help clients establish a workable budget that will allow you to strengthen your CREDIT, decrease DEBTS, increase SAVINGS, and improve your financial future.
Saving / Investing
The more you set aside for your future today, the better off you will be tomorrow. Depending on your cash flow for savings we will begin to fund your financial goals such as emergency money, educational funds, and retirement savings. You want an investment strategy that is sound and based on results.
Retirement Planning
Retirement planning requires far more than just ensuring income from personal, private, and government sources. This important pillar requires taking into account other challenges you could face during your retirement years. This includes health care cost, long term care costs, inflation, taxes, and more.
Legacy/Estate Planning
This pillar focuses on planning for life after your are no longer here. Transferring your assets to your love ones in the most tax efficient manner is our top priority. We will employ different strategies as well as look at the use of Wills, Trusts, and other estate planning / wealth transfer vehicles.
Financial Planning
Our Financial Plans Include
» Your own personal client portal to update and view financial documents
» Easy to use budgeting tool
» Escape your debts sooner with our debt elimination tool
» Retirement Plans Using Monte Carlo simulations
» College and Student Loans Planning
» Tax Estimates to manage tax liabilities
» Roth Conversion strategies
» Optimizing your Social Security
» And Much More!!
“YOU” Are Your Biggest Asset
Protect It With Your “LIFE”
Our Protection Focused Products Will Protect You When “LIFE” Happens
Disability
Protect your most valuable asset, your income! Your ability to earn an income supports the lifestyle you enjoy and helps you pursue future goals and dreams.
Life Insurance
Life Insurance buys time and options. Life insurance helps protect the people you love from devastating financial losses as a result of premature death.
Annuities
Give your retirement account the protection it needs with guarantee returns and lifetime guaranteed income.
Long Term Care
Having a plan in place in the event of a long-term care event may be one of the most important steps you can take to help ensure your future financial security.
Debt Management
Take Control Of Your Money
Our Debt Management tool helps you create a monthly budget so you can get out of debt FAST. Our tools will give you the confidence to say goodbye to your BAD DEBT forever. You can get started in as little as 10 minutes.